Manager, Client Accounting Services - Family Office

Responsibilities

• Provide best-in-class service and financial expertise to client companies
• Accountable for the accounting operations of client companies, including preparation of periodic financial reports
• Maintain an adequate system of controls to mitigate risk
• Enhance the accuracy and relevancy of reported financial results
• Ensure reported results comply with the appropriate accounting framework
• Oversee and provide exceptional service to clients including tax, accounting, and advisory services
• Manage production of monthly, quarterly, and financial reports and benchmarking
• Provide recommendations for business and process improvements
• Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
• Coach, train, and mentor staff on client service, tax, and accounting matters
• Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows

Qualifications

• Bachelor's degree required
• CPA and/or MBA preferred
• Public Accounting experience a plus
• 5 (five) plus years of progressively responsible experience in professional accounting functions
• Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
• Excellent understanding of Generally Accepted Accounting Principles (GAAP)
• Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
• Experience in QuickBooks On-line (QBO) and/or Sage Intacct is required